Purchases and Sales Made in Q2 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 2024. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-253- 2.11% |
$49.7K - $54.6K
|
11.8K
$2.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-258- 6.44% |
$50.6K - $55.7K
|
3.75K
$836K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-260- 3.74% |
$51K - $56.1K
|
6.69K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-265- 5.81% |
$52K - $57.2K
|
4.29K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-265- 7.25% |
$52K - $57.2K
|
3.39K
$757K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-267- 20.46% |
$52.4K - $57.6K
|
1.04K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-269- 5.24% |
$52.8K - $58K
|
4.87K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-277- 0.41% |
$54.4K - $59.8K
|
68K
$15.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-281- 10.93% |
$55.2K - $60.6K
|
2.29K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-281- 9.98% |
$55.2K - $60.6K
|
2.54K
$566K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-282- 0.69% |
$55.4K - $60.8K
|
40.6K
$9.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-283- 4.64% |
$55.6K - $61.1K
|
5.82K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-296- 1.77% |
$58.1K - $63.9K
|
16.4K
$3.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 2.02% |
$58.9K - $64.7K
|
14.5K
$3.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-302- 24.71% |
$59.3K - $65.2K
|
920
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-307- 51.42% |
$60.3K - $66.2K
|
290
$64.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-308- 10.38% |
$60.5K - $66.5K
|
2.66K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-309- 1.23% |
$60.7K - $66.7K
|
24.8K
$5.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-314- 1.6% |
$61.6K - $67.7K
|
19.3K
$4.31M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-320- 2.88% |
$62.8K - $69K
|
10.8K
$2.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-321- 13.92% |
$63K - $69.3K
|
1.99K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-328- 3.26% |
$64.4K - $70.8K
|
9.72K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-332- 3.88% |
$65.2K - $71.6K
|
8.23K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-339- 5.7% |
$66.5K - $73.1K
|
5.61K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-340- 0.47% |
$66.7K - $73.4K
|
71.3K
$15.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-342- 8.18% |
$67.1K - $73.8K
|
3.84K
$856K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-344- 2.12% |
$67.5K - $74.2K
|
15.9K
$3.55M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-345- 26.14% |
$67.7K - $74.4K
|
975
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-354- 3.77% |
$69.5K - $76.4K
|
9.05K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-375- 0.37% |
$73.6K - $80.9K
|
102K
$22.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-376- 17.81% |
$73.8K - $81.1K
|
1.74K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-377- 7.71% |
$74K - $81.3K
|
4.51K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-379- 10.01% |
$74.4K - $81.8K
|
3.41K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-380- 8.78% |
$74.6K - $82K
|
3.95K
$880K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-384- 1.42% |
$75.4K - $82.8K
|
26.6K
$5.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-389- 6.49% |
$76.4K - $83.9K
|
5.61K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-396- 17.17% |
$77.7K - $85.4K
|
1.91K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-396- 16.35% |
$77.7K - $85.4K
|
2.03K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-398- 3.76% |
$78.1K - $85.9K
|
10.2K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 2.95% |
$78.5K - $86.3K
|
13.1K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-404- 0.59% |
$79.3K - $87.2K
|
68.5K
$15.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-404- 1.31% |
$79.3K - $87.2K
|
30.5K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-408- 27.89% |
$80.1K - $88K
|
1.06K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-415- 2.64% |
$81.5K - $89.5K
|
15.3K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-417- 11.12% |
$81.9K - $90K
|
3.33K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-419- 2.27% |
$82.2K - $90.4K
|
18K
$4.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-432- 1.11% |
$84.8K - $93.2K
|
38.4K
$8.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-437- 9.26% |
$85.8K - $94.3K
|
4.28K
$955K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-441- 24.54% |
$86.6K - $95.1K
|
1.36K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-447- 12.34% |
$87.7K - $96.4K
|
3.18K
$708K
|